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Funds Holding VGSR

On this page, we present all of the funds holding VGSR from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding VGSR, with a link to that fund's top holdings. The next columns indicate the amount of VGSR stock held by each of the funds holding VGSR, followed by the VGSR position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 54 funds holding VGSR within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Abacus Wealth Partners LLC. For more details on the positions held by Abacus Wealth Partners LLC (or by any of the other funds holding VGSR), click the fund name in the "Holder" column of the funds-holding-VGSR table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Abacus Wealth Partners LLC14,317,589$140,380 03/31/2024
     VGSR14,317,589$140,380 03/31/2024
Brighton Jones LLC2,694,263$26,835 12/31/2023
     VGSR2,694,263$26,835 12/31/2023
Merriman Wealth Management LLC1,765,208$17,581 12/31/2023
     VGSR1,765,208$17,581 12/31/2023
Vista Wealth Management Group LLC1,335,449$13,301 12/31/2023
     VGSR1,335,449$13,301 12/31/2023
First Pacific Financial1,147,919$11,255 03/31/2024
     VGSR1,147,919$11,255 03/31/2024
Mission Wealth Management LP829,786$8,265 12/31/2023
     VGSR829,786$8,265 12/31/2023
HighTower Advisors LLC642,522$6,396 12/31/2023
     VGSR642,522$6,396 12/31/2023
PFG Investments LLC533,053$5,226 03/31/2024
     VGSR533,053$5,226 03/31/2024
Colorado Capital Management Inc.508,779$4,988 03/31/2024
     VGSR508,779$4,988 03/31/2024
Balanced Rock Investment Advisor458,081$4,562 12/31/2023
     VGSR458,081$4,562 12/31/2023
Willow Creek Wealth Management Inc.337,724$3,364 12/31/2023
     VGSR337,724$3,364 12/31/2023
SOA Wealth Advisors LLC.311,175$3,051 03/31/2024
     VGSR311,175$3,051 03/31/2024
Colony Group LLC289,634$2,885 12/31/2023
     VGSR289,634$2,885 12/31/2023
Buckingham Strategic Partners269,601$2,685 12/31/2023
     VGSR269,601$2,685 12/31/2023
Perigon Wealth Management LLC246,770$2,458 12/31/2023
     VGSR246,770$2,458 12/31/2023
Red Lighthouse Investment Management LLC239,446$2,385 12/31/2023
     VGSR239,446$2,385 12/31/2023
Savant Capital LLC213,579$2,127 12/31/2023
     VGSR213,579$2,127 12/31/2023
Advisor Group Holdings Inc.140,347$1,398 12/31/2023
     VGSR140,347$1,398 12/31/2023
Hemington Wealth Management134,301$1,338 12/31/2023
     VGSR134,301$1,338 12/31/2023
CI Private Wealth LLC134,030$1,335 12/31/2023
     VGSR134,030$1,335 12/31/2023
Envestnet Portfolio Solutions Inc.132,273$1,317 12/31/2023
     VGSR132,273$1,317 12/31/2023
Meritas Wealth Management LLC113,427$1,112 03/31/2024
     VGSR113,427$1,112 03/31/2024
Level Financial Advisors Inc.94,254$924 03/31/2024
     VGSR94,254$924 03/31/2024
Waypoint Wealth Partners Inc.73,316$719 03/31/2024
     VGSR73,316$719 03/31/2024
Modera Wealth Management LLC70,606$703 12/31/2023
     VGSR70,606$703 12/31/2023
Pine Haven Investment Counsel Inc59,295$581 03/31/2024
     VGSR59,295$581 03/31/2024
Silver Oak Advisory Group Inc.55,568$553 12/31/2023
     VGSR55,568$553 12/31/2023
Buckingham Strategic Wealth LLC53,869$537 12/31/2023
     VGSR53,869$537 12/31/2023
Index Fund Advisors Inc.47,673$475 12/31/2023
     VGSR47,673$475 12/31/2023
Nwam LLC35,791$356 12/31/2023
     VGSR35,791$356 12/31/2023
Ethic Inc.31,355$312 12/31/2023
     VGSR31,355$312 12/31/2023
Crestwood Advisors Group LLC30,827$307 12/31/2023
     VGSR30,827$307 12/31/2023
MB Generational Wealth LLC27,955$278 12/31/2023
     VGSR27,955$278 12/31/2023
GTS Securities LLC27,038$269 12/31/2023
     VGSR27,038$269 12/31/2023
Cetera Advisor Networks LLC26,883$268 12/31/2023
     VGSR26,883$268 12/31/2023
BetterWealth LLC25,339$248 03/31/2024
     VGSR25,339$248 03/31/2024
Trillium Asset Management LLC23,566$234 12/31/2023
     VGSR23,566$234 12/31/2023
D.A. Davidson & CO.23,001$229 12/31/2023
     VGSR23,001$229 12/31/2023
MML Investors Services LLC22,104$220 12/31/2023
     VGSR22,104$220 12/31/2023
Forum Financial Management LP21,588$215 12/31/2023
     VGSR21,588$215 12/31/2023
First Affirmative Financial Network21,171$208 03/31/2024
     VGSR21,171$208 03/31/2024
Private Wealth Management Group LLC20,157$201 12/31/2023
     VGSR20,157$201 12/31/2023
Jane Street Group LLC14,332$143 12/31/2023
     VGSR14,332$143 12/31/2023
AdvisorNet Financial Inc12,500$123 03/31/2024
     VGSR12,500$123 03/31/2024
Morris Financial Concepts Inc.11,982$117 03/31/2024
     VGSR11,982$117 03/31/2024
Etfidea LLC11,772$117 12/31/2023
     VGSR11,772$117 12/31/2023
Mather Group LLC.9,056$90 03/31/2024
     VGSR9,056$90 03/31/2024
SJS Investment Consulting Inc.3,623$36 03/31/2024
     VGSR3,623$36 03/31/2024
Allworth Financial LP1,541$15 03/31/2024
     VGSR1,541$15 03/31/2024
FMR LLC752$7 12/31/2023
     VGSR752$7 12/31/2023
South State CORP.661$7 12/31/2023
     VGSR661$7 12/31/2023
UBS Group AG344$3 12/31/2023
     VGSR344$3 12/31/2023
Clean Yield Group148$1 12/31/2023
     VGSR148$1 12/31/2023
Tower Research Capital LLC TRC 67$1 12/31/2023
     VGSR67$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     VGSR0$0 12/31/2023

See Summary: Institutional Holders of VGSR
See Details: Top 10 Hedge Funds Holding VGSR
Also See: VGSR Holdings Changes

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